IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

HFM Investment Advisors, LLC

Q2 2026 Holdings

Filed 2026-08-04 | 1293 holdings | $285.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
SLM Corp(SLM)COM78442P106$493190.0%
Columbia Sportswear Co(COLM)COM198516106$49580.0%
Visteon Corp(VC)COM NEW92839U206$49750.0%
Advance Auto Parts Inc(AAP)COM00751Y106$49880.0%
Howard Hughes Holdings Inc(HHH)COM44267T102$50170.0%
Kontoor Brands Inc(KTB)COM50050N103$50160.0%
ST JOE Co(JOE)COM790148100$50280.0%
Paycom Software Inc(PAYC)COM70432V102$50340.0%
Sonic Automotive Inc(SAH)CL A83545G102$50960.0%
Cushman and Wakefield LTD(CWK)COMMON SHARESG2717C106$509380.0%
Silgan Hldgs Inc(SLGN)COM827048109$511110.0%
Westlake Corporation(WLK)COM960413102$51170.0%
Cytokinetics Inc(CYTK)COM NEW23282W605$51260.0%
Valvoline Inc(VVV)COM92047W101$515130.0%
Telephone & Data SYS Inc(TDS)COM NEW879433829$519140.0%
Gartner Inc(IT)COM366651107$51940.0%
Sphere Entertainment Co(SPHR)CL A55826T102$52030.0%
Itron Inc(ITRI)COM465741106$52060.0%
Black Hills Corp(BKH)COM092113109$52170.0%
Tetra Tech Inc New(TTEK)COM88162G103$521180.0%
Ingevity Corp(NGVT)COM45688C107$52370.0%
Moelis & Co(MC)CL A60786M105$52480.0%
U Haul Holding Company(UHAL)COM023586100$52480.0%
United Cmnty BKS Blairsvle G(UCB)COM90984P303$527150.0%
Dillards Inc(DDS)CL A254067101$52910.0%
Cohen & Steers Inc(CNS)COM19247A100$53370.0%
Atkore Inc(ATKR)COM047649108$53370.0%
Tidewater Inc New(TDW)COM88642R109$53480.0%
Bank of N T Butterfield & SO(NTB)SHS NEWG0772R208$53690.0%
Kulicke & Soffa Inds Inc(KLIC)COM501242101$53640.0%
Rush Enterprises Inc(RUSHB)CL B781846308$53670.0%
Builders Firstsource Inc(BLDR)COM12008R107$53760.0%
Community Financial System I(CBU)COM203607106$53780.0%
First Intst Bancsystem Inc(FIBK)COM32055Y201$540140.0%
Spire Inc(SR)COM84857L101$54770.0%
Polaris Inc(PII)COM731068102$54880.0%
Leonardo DRS Inc(DRS)COM52661A108$555130.0%
Ares Management Corporation(ARES)CL A COM STK03990B101$55750.0%
Clear Secure Inc(YOU)COM CL A18467V109$558100.0%
Revolution Medicines Inc(RVMD)COM76155X100$56230.0%
Rubrik Inc.(RBRK)CL A781154109$56270.0%
Lamb Weston Hldgs Inc(LW)COM513272104$562130.0%
CAL Maine Foods Inc(CALM)COM NEW128030202$56470.0%
Oceaneering Intl Inc(OII)COM675232102$568140.0%
Innospec Inc(IOSP)COM45768S105$57070.0%
MGE Energy Inc(MGEE)COM55277P104$57170.0%
Northwestern Energy Group in(NWE)COM NEW668074305$57380.0%
NMI Hldgs Inc(NMIH)COM629209305$576140.0%
Openlane Inc(OPLN)COM48238T109$578140.0%
Amer States WTR Co(AWR)COM029899101$57970.0%
PreviousPage 7 of 26Next